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Living Trusts & Wills Seminar - Levine, Furman & Rubin, LLC

Living Trusts & Wills Seminar

Type: seminar Date: March 18 Time: 04:00 PM - 05:30 PM Venue: Days Hotel East Brunswick, 195 NJ-18, East Brunswick, New Jersey United States
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Days Hotel East Brunswick DESCRIPTION:At the workshop, we will discuss: The advantages and disadvantages of both wills and trusts. How the new SECURE Act has impacted inherited IRAs and the best strategies to minimize taxes to your heirs. How to keep your affairs private and your loved ones out of court if you become disabled and can’t speak for yourself. (Hint: Not all Powers […] ADDRESS:195 NJ-18 DTSTART:20210318T160000 DTEND:20210318T173000 URL;VALUE=URI:https://www.levinefurman.com/seminars/living-trusts-wills-seminar-11/ SUMMARY:Living Trusts & Wills Seminar LOCATION:Days Hotel East Brunswick, 195 NJ-18, East Brunswick, New Jersey United States PHONE: DTSTAMP:20210728T041530 UID:6100d9e287109 END:VEVENT END:VCALENDAR
      Living Trusts & Wills Seminar.ics

At the workshop, we will discuss:

  • The advantages and disadvantages of both wills and trusts.
  • How the new SECURE Act has impacted inherited IRAs and the best strategies to minimize taxes to your heirs.
  • How to keep your affairs private and your loved ones out of court if you become disabled and can’t speak for yourself. (Hint: Not all Powers of Attorney are valid!)
  • All about probate and what steps can you take now to help your family avoid this expensive and time-consuming legal process.
  • If you will you owe estate taxes and how to help your heirs minimize or even avoid “death” taxes after your passing.
  • Easy strategies to protect your children’s inheritance from being seized if they get divorced, sued or file bankruptcy in the future.
  • How to preserve your estate for your children should you pass away and your surviving spouse gets remarried (without a plan, your family’s inheritance will legally go to the new husband or wife!).
  • How to qualify and use Medicaid to pay for nursing home expenses which can average $11,000 monthly.
  • How parents (and grandparents!) of children with special needs can plan for a lifetime of care without jeopardizing eligibility for important benefits like Medicaid or Supplemental Security Income (SSI).
Event is due and cannot be registered at the moment